Investment Q&A

Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?

Thanks for your service!

Q: Worth sticking with NFI for a recovery given their pre-announcement?

I'm not as worried about the supply chain issues, which will get resolved eventually, but by their covenant with their lenders. A couple of quotes from TD sources:
Quote: "The company has re-engaged with its lenders for
extended covenant relief."
Quote: "NFI expects to finish 2022 with >$500mm of liquidity but will be in breach of covenants given negative cumulative EBITDA condition. NFI is in negotiations for extended covenant relief but reiterated that it does not believe additional equity is required."

Will the banks give them "time to breathe"? The company is still the largest producer of buses in NA and UK... How bad is this situation? Stick with it or cut the loss?

Many thanks!

Q: Thoughts on earnings...thanks all.

Q: Peter; In their recent purchase were the shares used for it tied up for a certain period of time - and if so how long? . Rod

Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri

Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

Q: thoughts on the quarter markets dont like it much?

Thx

Q: What is your opinion on the latest earnings report? Is there a cause for concern?

Q: Which Canadian Banks or near banks have the least exposure to investment banking and other capital markets?

Q: Hello your comment about this compagnie et the aquisition this week .
Thank you

Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you

Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

Q: I am waiting for an opportunity to buy back into bonds
My preference was tlt as the go to investment.
Recently a new etf has been introduced UTEN which is a 10 yr us t- bill.
It’s present yield is about double that of tlt.
Would you expect both to react the same if and when interest rate increases stop and actually reverse direction

Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter

Q: I know that you feel now is a time to dip back into the market as most blue chips are down 25% and more and growth stocks are down 50 to 80%, but with the FED still raising rates maybe another 1.5%, would it not be wiser to not fight the FED and wait. I cannot see the markets going up until these rate increases stop.
Thanks again.

Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.

Q: Curious on your thoughts on this company? Sol Cusine went private this year. Plant based food companies seem to be popular.

Q: Looking at the one year charts for LSPD and SHOP, haven’t they bottomed? LSPD was trading below where it is today back in May and SHOP back in June.

Q: I have started travelling again and noticed that Air Canada flights are essentially full. I looked at a 3 year chart for the stock share price and it is down from about $50 to $18, obviously due to the pandemic. I noticed that you provided growth data in response to a question where the growth next year is expected to be 128%. This sounded good.

I used your symbol look-up tool to view the AC’s profile and compared it to Delta Airlines (DAL). AC has 359M shares out compared to DAL’s 641M. AC’s EPS and PB is -6.9 and 45.1 whereas DAL is +0.12 and 8.0. DAL is rebounded a bit more than AC but why was AC at $50/share anyway.

It seems to me AC is not managed well and probably has a lot of debt but your profile screen does not give me that info.

It seems DAL is much more attractive as an investment but I am just looking at very simple metrics. What are your thoughts, please?

Q: I have significant losses on XEC in a non-registered account. Is there any tactic for harvesting a tax loss on a broad market ETF while maintaining a proxy? Or any such proxying is typically disallowed by the CRA?